Member Info for buffettology

I think we are definitely in more but how many is hard to work out at present. Only time will tell and let's hope we don't have to wait too long. Paul apparently has not got his calculator lut yet to work through the increased revenues from the Qualcomm tie-up, which is utter nonsense but understand why he needed to say that. They will already have that information on car models and perhaps that is only being offered up to institutions in discussions, but should become available for public consumption soon.

So how many OEMs are we now linked with? Mobileye at IPO was close to 18 OEMs and in 130 models.

Thanks found the link. Here:
https://www.google.com/amp/s/mobile.reuters.com/article/amp/idUSKBN0G12VC20140801
I find it hard to value See at present. If you value it on current sales against say Qualcomm it is fairly priced but then versus the IPO of mobileye it is vastly undervalued.

Can someone refresh my memory as to the booked revenues mobileye had when they IPO'd for approx $5b?

Interesting article! I like the bit about investment banking, so let's hope he is truly a long termist!
https://www.google.com/amp/s/www.walesonline.co.uk/business/business-news/the-buzz-factor-2440789.amp

Yes I agree. Can't seem to locate this chap on the usual platforms like LinkedIn. Perhaps he'd like to join the group and educate us all. A big shout out to Mr Griffiths - if you're out there feel to jump into the group!

Interested to understand his average sp purchase

I'm not interested investing in companies that pay a large slug of their profits out as dividends. I would much rather them retain the cash and invest it in their business. For anyone wanting to find out more on the benefits of this I refer you to the Fundsmith Emerging Markets annualnreview of 2018 at around minute 8, which is eloquently explained by Terry Smith.

Terry link doesn't work!?

Aviation shortly then considering relationships have never been stronger

Not sure if anyone has previously done the maths on what the share price would be if the company was in profit and with a price to earnings ratio of say 20 (which would possibly be a reasonable pe ratio)? I'm not clever enough to do this! Ha

At it again with takeout speculations! Lets hope it ain't below a billion!

Also I take my comment back about being impatient as when a deal lands it will be material (i hope)

This aviation deal is taking a lifetime, but hopefully worth the wait!

May be useful have a watch of the latest interview with Katie Potts Herald Trust on YouTube with Vox Markets. Although she doesn't specifically mention See she talks about her thoughts on markets and he investment approach. This gives me even more confidence See is on track as she has stuck with them. After all, she has been in this space since 1994!!

Its been a good week so far with this and Fevertree! Only 2 stocks i hold.

Only up a small amount so far considering the news!

20 oems using snapdragon

50p this month?

50p too much of a stretch this year then?